E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study

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NEW YORK--(BUSINESS WIRE)--Feb 3, 2026--

E*TRADE from Morgan Stanley today released the data from its monthly sector rotation study, which indicates whether clients were net buyers or sellers in each of the 11 core stock market sectors defined by the Global Industry Classification Standard (GICS). These figures, which encompass activity in all US-traded stocks (including OTC) and ADRs, reflect purchases and sales of the individual stocks in each sector, as well as dividend investments and options exercises and assignments.

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The three sectors with the highest net-buying activity were Utilities (+2.97%), Financials (+2.33%), and Tech (+2.13%). The three sectors with the highest net-selling activity were Consumer Staples (-5.44%), Real Estate (-3.76%), Energy (-2.64%). December marked the third month in a row that clients were net sellers in health care.

About E*TRADE from Morgan Stanley and Important Notices

E*TRADE from Morgan Stanley provides financial services to retail customers. Securities products and advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc., and are a part of Morgan Stanley at Work. Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley.

More information is available at www.etrade.com.

The material provided by Morgan Stanley Smith Barney LLC (“Morgan Stanley”) or its affiliates) is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer to buy, sell, or hold any security, financial product, or instrument discussed herein or to engage in any specific investment strategy by Morgan Stanley.

Past performance does not guarantee future results.

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CONTACT: E*TRADE Media Relations

646-521-4418

[email protected]

KEYWORD: NEW YORK UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: E*TRADE

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PUB: 02/03/2026 04:00 PM/DISC: 02/03/2026 04:02 PM

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